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Meeting Intelligence — Recording, Transcripts & AI Extraction

Open any calendar event's "Start Meeting" action to launch a Meeting Intelligence session: live recording with on-the-fly transcription, then AI extraction of action items, competitors mentioned, objections, buying signals, stakeholders, and a coaching nudge — all logged back to the contact + deal automatically.

Steps

  1. From Calendar (sidebar > Calendar): open an event and click "Start Meeting" (works for in-person, phone, or video meetings).
  2. Or start ad-hoc: from a contact detail page click "Start Meeting", or from the dashboard's "Happening Now" card.
  3. On the meeting page: tap Record. The transcript streams live as you talk; on the right, AI extractions populate as you go (action items, objections, etc.).
  4. When you end the meeting, review the extracted segments and click "Apply" to push action items into Tasks, log competitors/objections to the contact, and add the recap to the deal timeline.

Good to know

  • Pre-brief: open the meeting page before the meeting to see an AI-generated brief — recent emails, deal stage, last meeting recap.
  • Transcript + extractions are stored on the meeting record; you can revisit them later from the contact's Activity timeline.
  • Meeting Intelligence is part of CRMown's core — no extra suite required.
  • Multilingual: meeting transcription is pinned to your org primary language (Settings > Account > Organization) — no more mid-meeting flip-flops on quiet stretches. Set the org primary language to Spanish and your Spanish meetings transcribe accurately end-to-end.
  • The post-meeting summary, action items, and follow-up email draft are generated in Org.primaryLanguage. Verbatim quotes in the "Key Quotes" panel are kept in the spoken-language original so you can audit them against the recording.
  • Live in-meeting extraction cards (competitors, objections, buying signals) currently emit values in English regardless of meeting language; the post-meeting summary re-renders them in the org language.
Example: Discovery call with a prospect at "Trellis Robotics". Mid-call the AI extraction surfaces "competitor: Salesforce mentioned 3 times" and "objection: pricing seems high vs. their incumbent" in the right panel. After the call she clicks Apply — three tasks land in her queue (send Salesforce comparison, schedule pricing call with their CFO, follow up on the pilot offer), the competitor + objection get tagged on the contact, and the deal gets a recap with timestamps.

Related

  • Languages & Translation — how Org.primaryLanguage drives transcription accuracy and summary language

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